---
title: "Leads"
description: "Record prospects, assignments, status changes, timelines, notes, filters, and CSV exports."
---

> Documentation Index
> Fetch the complete documentation index at: https://kb.kglo.beauty/llms.txt
> Use this file to discover all available pages before exploring further.

# Leads

## List and filters

Search by lead name/contact, choose an inquiry type, or filter by status. Apply filters with **Filter**; they are retained in CSV exports. There is no assignment filter on the list; assign owners from the lead detail page.

## Create a lead

1. Select **Create lead**.
2. Enter the name and contact information; inquiry type and status have defaults, while the message and attribution fields can be filled when available.
3. Save and check the result.
4. Open the detail page to assign an owner and follow up.

## Follow up a lead

Use the inspector rail to assign an owner and update the status. Add notes for new context. Notes are append-only, preserving the follow-up history.

> Read the timeline before making a change. Make sure the new status matches the latest interaction, and do not use a status as a substitute for a note.

Source: https://kb.kglo.beauty/en/operations/leads/index.mdx